Salesforce, Inc.
CRM- 交易所
- NYSE
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001108524
近 90 天，Salesforce, Inc. 內部人申報 1 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 2,493 家機構在 13F 申報持有，市值合計 $1,095 億；Oakmark（Harris Associates）、ValueAct 資本等 4 位大師持有。
2026 年第 1 季 13F 持有人
Salesforce, Inc. 在 2026/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,695
- 較 2025 年第 4 季 −216 家
- 持有股數
- 7.38 億
- 較 2025 年第 4 季 +3,324 萬 (+4.7%)
- 總市值
- $1,379 億
- 較 2025 年第 4 季 −$361.8 億 (−20.8%)
- 新進機構
- 240
- 另有 1,076 家加碼
- 清倉機構
- 456
- 另有 1,178 家減碼
另有 47 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CRM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,493 | $1,095 億 |
| 2026 年第 1 季 | 2,695 | $1,379 億 |
| 2025 年第 4 季 | 2,958 | $2,019 億 |
| 2025 年第 3 季 | 2,815 | $1,798 億 |
| 2025 年第 2 季 | 2,959 | $2,100 億 |
| 2025 年第 1 季 | 2,955 | $2,091 億 |
| 2024 年第 4 季 | 3,109 | $2,587 億 |
| 2024 年第 3 季 | 2,656 | $2,091 億 |
| 2024 年第 2 季 | 2,629 | $1,988 億 |
| 2024 年第 1 季 | 2,768 | $2,357 億 |
| 2023 年第 4 季 | 2,600 | $2,048 億 |
| 2023 年第 3 季 | 2,293 | $1,551 億 |
| 2023 年第 2 季 | 2,300 | $1,617 億 |
| 2023 年第 1 季 | 2,182 | $1,533 億 |
| 2022 年第 4 季 | 2,027 | $1,008 億 |
| 2022 年第 3 季 | 2,060 | $1,114 億 |
| 2022 年第 2 季 | 2,140 | $1,282 億 |
| 2022 年第 1 季 | 2,282 | $1,630 億 |
| 2021 年第 4 季 | 2,356 | $1,955 億 |
| 2021 年第 3 季 | 2,188 | $2,078 億 |
| 2021 年第 2 季 | 2,071 | $1,781 億 |
| 2021 年第 1 季 | 1,989 | $1,513 億 |
2026 年第 1 季持有機構
每家機構持有 Salesforce, Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Intesa Sanpaolo S.p.A. | 3,000 | $56.0 萬 | 0.04% | −27,992−90.3% | 減碼 |
| Greykasell Wealth Strategies, Inc. | 2,971 | $55.5 萬 | 0.22% | −949−24.2% | 減碼 |
| Boston Trust Walden Corp | 2,963 | $55.3 萬 | 0.00% | −159−5.1% | 減碼 |
| Mechanics Financial Corp | 2,963 | $55.3 萬 | 0.23% | −41−1.4% | 減碼 |
| YANKCOM Partnership | 2,963 | $55.3 萬 | 0.23% | +139+4.9% | 加碼 |
| Mayflower Financial Advisors, LLC | 2,950 | $55.1 萬 | 0.07% | +341+13.1% | 加碼 |
| Fundamentun, LLC | 2,949 | $55.1 萬 | 0.02% | −29,010−90.8% | 減碼 |
| Northern Financial Advisors Inc | 2,939 | $54.9 萬 | 0.40% | +1,831+165.3% | 加碼 |
| Blodgett Wealth Advisors, LLC | 2,938 | $54.8 萬 | 0.43% | 00.0% | 不變 |
| Core Wealth Advisors, Inc. | 2,938 | $54.8 萬 | 0.13% | −1,354−31.5% | 減碼 |
| Alpha Family Trust | 2,935 | $54.8 萬 | 0.27% | 00.0% | 不變 |
| Cromwell Holdings LLC | 2,934 | $54.8 萬 | 0.31% | −6−0.2% | 減碼 |
| Mosley Wealth Management | 2,307 | $54.7 萬 | 0.25% | +27+1.2% | 加碼 |
| Northern Oak Wealth Management Inc | 2,929 | $54.7 萬 | 0.07% | −305−9.4% | 減碼 |
| Beacon Financial Advisory LLC | 2,925 | $54.6 萬 | 0.12% | +679+30.2% | 加碼 |
| Bienville Capital Management, LLC | 2,924 | $54.6 萬 | 0.10% | 00.0% | 不變 |
| City State Bank | 2,921 | $54.5 萬 | 0.14% | +946+47.9% | 加碼 |
| Prosperitas Financial LLC | 2,907 | $54.3 萬 | 0.20% | +2,907 | 新進 |
| Meridian Investment Counsel Inc. | 2,905 | $54.2 萬 | 0.13% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 2,903 | $54.2 萬 | 0.04% | −17,318−85.6% | 減碼 |
| MN Wealth Advisors, LLC | 2,902 | $54.2 萬 | 0.26% | +461+18.9% | 加碼 |
| Western Pacific Wealth Management, LP | 2,899 | $54.1 萬 | 0.55% | −84−2.8% | 減碼 |
| Trillium Asset Management, LLC | 2,900 | $54.1 萬 | 0.02% | −152−5.0% | 減碼 |
| Oder Investment Management, LLC | 2,893 | $54.0 萬 | 0.41% | −354−10.9% | 減碼 |
| Trust Point Inc. | 2,891 | $54.0 萬 | 0.05% | −674−18.9% | 減碼 |
| New Republic Capital, LLC | 2,890 | $53.9 萬 | 0.18% | −1,626−36.0% | 減碼 |
| Wealth Advisors of Iowa, LLC | 2,888 | $53.9 萬 | 0.17% | −32−1.1% | 減碼 |
| Integrity Alliance, LLC. | 2,878 | $53.7 萬 | 0.02% | −342−10.6% | 減碼 |
| Morey & Quinn Wealth Partners, LLC | 2,875 | $53.7 萬 | 0.38% | +66+2.3% | 加碼 |
| Richards, Merrill & Peterson, Inc. | 2,871 | $53.6 萬 | 0.20% | −1,368−32.3% | 減碼 |
| Bernicke Wealth Management, Ltd. | 2,871 | $53.6 萬 | 0.07% | −239−7.7% | 減碼 |
| Wealth Alliance | 2,871 | $53.6 萬 | 0.05% | −2,669−48.2% | 減碼 |
| Income Insurance Ltd | 2,870 | $53.6 萬 | 0.36% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 2,868 | $53.5 萬 | 0.03% | +1,371+91.6% | 加碼 |
| 4WEALTH Advisors, Inc. | 2,889 | $53.5 萬 | 0.46% | +805+38.6% | 加碼 |
| 3Chopt Investment Partners, LLC | 2,863 | $53.4 萬 | 0.12% | −104−3.5% | 減碼 |
| Warm Springs Advisors Inc. | 2,862 | $53.4 萬 | 0.45% | −142−4.7% | 減碼 |
| Aventura Private Wealth, LLC | 2,862 | $53.4 萬 | 0.20% | −48−1.6% | 減碼 |
| Clear Trail Advisors, LLC | 2,847 | $53.1 萬 | 0.09% | −20−0.7% | 減碼 |
| Purus Wealth Management, LLC | 2,846 | $53.1 萬 | 0.17% | +410+16.8% | 加碼 |
| Clear Creek Financial Management, LLC | 2,838 | $53.0 萬 | 0.04% | +98+3.6% | 加碼 |
| West Family Investments, Inc. | 2,836 | $52.9 萬 | 0.19% | −179−5.9% | 減碼 |
| S&CO Inc | 2,839 | $52.9 萬 | 0.03% | 00.0% | 不變 |
| Spartan Wealth Advisory Services LLC | 2,831 | $52.9 萬 | 0.05% | +2,831 | 新進 |
| TFR Capital, LLC. | 2,831 | $52.8 萬 | 0.16% | +1,119+65.4% | 加碼 |
| Capital Markets Trading UK LLP | 2,830 | $52.8 萬 | 0.47% | −779−21.6% | 減碼 |
| Crown Wealth Group, LLC | 2,826 | $52.8 萬 | 0.15% | +140+5.2% | 加碼 |
| FSM Wealth Advisors, LLC | 2,824 | $52.7 萬 | 0.07% | −3−0.1% | 減碼 |
| Bridgefront Capital, LLC | 2,818 | $52.6 萬 | 0.13% | +2,818 | 新進 |
| Fukoku Mutual Life Insurance Co | 2,806 | $52.4 萬 | 0.03% | 00.0% | 不變 |
| Range Advisory, LLC | 2,803 | $52.3 萬 | 0.10% | +827+41.9% | 加碼 |
| Silver Oak Securities, Inc | 2,803 | $52.3 萬 | 0.04% | +177+6.7% | 加碼 |
| Michael B. Yongue | 2,800 | $52.3 萬 | 0.38% | −1,716−38.0% | 減碼 |
| First Foundation Advisors | 2,794 | $52.2 萬 | 0.02% | +8+0.3% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 2,783 | $52.0 萬 | 0.13% | −1,253−31.0% | 減碼 |
| Cornerstone Select Advisors, LLC | 2,780 | $51.9 萬 | 0.32% | +172+6.6% | 加碼 |
| International Private Wealth Advisors LLC | 2,768 | $51.7 萬 | 0.32% | +2,768 | 新進 |
| Parkside Financial Bank & Trust | 2,765 | $51.6 萬 | 0.04% | +70+2.6% | 加碼 |
| ORG Wealth Partners, LLC | 2,765 | $51.6 萬 | 0.10% | +1,299+88.6% | 加碼 |
| Archford Capital Strategies, LLC | 2,752 | $51.4 萬 | 0.06% | −1,452−34.5% | 減碼 |
| Aries Wealth Management | 2,729 | $50.9 萬 | 0.11% | −174−6.0% | 減碼 |
| Strait & Sound Wealth Management LLC | 2,725 | $50.9 萬 | 0.19% | −877−24.3% | 減碼 |
| Next Level Private LLC | 2,720 | $50.8 萬 | 0.11% | +2,720 | 新進 |
| Mirova | 2,715 | $50.7 萬 | 0.02% | −20,916−88.5% | 減碼 |
| OneAscent Financial Services LLC | 2,712 | $50.6 萬 | 0.03% | +279+11.5% | 加碼 |
| Quantum Private Wealth, LLC | 2,707 | $50.5 萬 | 0.16% | −1,666−38.1% | 減碼 |
| Sunflower Bank, N.A. | 2,706 | $50.5 萬 | 0.13% | +77+2.9% | 加碼 |
| BankPlus Wealth Management LLC | 2,704 | $50.5 萬 | 0.26% | +230+9.3% | 加碼 |
| United Advisor Group, LLC | 2,697 | $50.3 萬 | 0.06% | +161+6.3% | 加碼 |
| Unify Financial Advisors | 2,691 | $50.2 萬 | 0.52% | +92+3.5% | 加碼 |
| Trilogy Capital Inc. | 2,687 | $50.2 萬 | 0.02% | +760+39.4% | 加碼 |
| Jeppson Wealth Management, LLC | 2,685 | $50.1 萬 | 0.16% | +658+32.5% | 加碼 |
| Advisor OS, LLC | 2,679 | $50.0 萬 | 0.04% | +168+6.7% | 加碼 |
| Act Wealth Management, LLC | 2,674 | $49.9 萬 | 0.17% | +2,674 | 新進 |
| SGL Investment Advisors, Inc. | 2,808 | $49.8 萬 | 0.19% | −64−2.2% | 減碼 |
| Hudson Bay Capital Management LP | 2,650 | $49.5 萬 | 0.00% | +2,650 | 新進 |
| Security National Bank | 2,646 | $49.4 萬 | 0.07% | +8+0.3% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 2,644 | $49.4 萬 | 0.07% | +10.0% | 加碼 |
| Legacy Advisors, LLC | 2,643 | $49.3 萬 | 0.06% | −578−17.9% | 減碼 |
| Alliance Wealth Advisors, LLC | 2,641 | $49.3 萬 | 0.11% | −975−27.0% | 減碼 |
| Cyndeo Wealth Partners, LLC | 2,642 | $49.3 萬 | 0.03% | +22+0.8% | 加碼 |
| CoreCap Advisors, LLC | 2,641 | $49.3 萬 | 0.02% | +806+43.9% | 加碼 |
| Davis Investment Partners, LLC | 2,641 | $49.3 萬 | 0.17% | +291+12.4% | 加碼 |
| Tucker Asset Management LLC | 2,633 | $49.2 萬 | 0.15% | +2,269+623.4% | 加碼 |
| Mirador Capital Partners LP | 2,612 | $48.8 萬 | 0.07% | −494−15.9% | 減碼 |
| WealthCollab, LLC | 2,611 | $48.7 萬 | 0.20% | −24−0.9% | 減碼 |
| Onefund, LLC | 2,615 | $48.7 萬 | 0.31% | −237−8.3% | 減碼 |
| Greenfield Savings Bank | 2,608 | $48.7 萬 | 0.21% | +177+7.3% | 加碼 |
| SmartHarvest Portfolios, LLC | 2,606 | $48.6 萬 | 0.20% | −631−19.5% | 減碼 |
| Facet Wealth, Inc. | 2,601 | $48.6 萬 | 0.01% | +272+11.7% | 加碼 |
| FNY Investment Advisers, LLC | 2,600 | $48.5 萬 | 0.22% | −3,860−59.8% | 減碼 |
| Cypress Point Wealth Management, LLC | 2,597 | $48.5 萬 | 0.10% | +1,054+68.3% | 加碼 |
| Silver Coast Investments LLC | 2,594 | $48.4 萬 | 0.15% | +307+13.4% | 加碼 |
| Hudock, Inc. | 2,575 | $48.1 萬 | 0.07% | +1,140+79.4% | 加碼 |
| MCF Advisors LLC | 2,574 | $48.0 萬 | 0.02% | +1,603+165.1% | 加碼 |
| Summa Corp. | 2,571 | $48.0 萬 | 0.20% | −138−5.1% | 減碼 |
| Apriem Advisors | 2,570 | $48.0 萬 | 0.05% | +605+30.8% | 加碼 |
| Baron Wealth Management LLC | 2,568 | $47.9 萬 | 0.14% | +115+4.7% | 加碼 |
| TBH Global Asset Management, LLC | 2,562 | $47.8 萬 | 0.10% | −1,417−35.6% | 減碼 |
| Accurate Wealth Management, LLC | 2,896 | $47.8 萬 | 0.06% | +606+26.5% | 加碼 |